Stanley-Laman Group, Ltd.
13F Reported Value
ⓘ$984.2M
Holdings
298
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Stanley-Laman Group, Ltd. disclosed 298 positions worth $984.2M in its Form 13F-HR for Q2 2026, led by $LRCX (LAM RESEARCH CORP) at 2.8% of the equity portfolio, followed by $GOOG and $KLAC. During the quarter the fund opened 33 new positions and exited 29 — including a new stake in $TER and a full exit from $ADI. The portfolio is most concentrated in Technology (35.9% of disclosed assets). All figures are sourced directly from Stanley-Laman Group, Ltd.’s Form 13F-HR filing with the SEC under CIK 1601489.
AI Fund Analysis
Concentrating
$LRCX
$GOOG
$KLAC
$AMD
$AMZN
$MA
$MCK
$JPM
$PHSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 79.4#38
Quality
$27.6M63,629 sh - 78.2#57
Quality
$26.7M74,676 sh - 78.6#51
Quality
$22.8M75,444 sh - 79.8
Quality
$22.2M38,205 sh - 68.7
Quality
$18.5M77,572 sh - —
Quality
$18.1M9,077 sh - 86.2
Quality
$17.9M15,486 sh - —
Quality
$16.3M45,843 sh - 38.3
Quality
$15.3M206,620 sh - 73.2
Quality
$15.2M80,359 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| LAM RESEARCH CORP$LRCX | 79.4#38 | $27.6M | 63,629 |
| Alphabet Inc.$GOOG | 78.2#57 | $26.7M | 74,676 |
| KLA CORP$KLAC | 78.6#51 | $22.8M | 75,444 |
| ADVANCED MICRO DEVICES INC$AMD | 79.8 | $22.2M | 38,205 |
| AMAZON COM INC$AMZN | 68.7 | $18.5M | 77,572 |
 ASML HOLDING NV$ASML | — | $18.1M | 9,077 |
 MICRON TECHNOLOGY INC$MU | 86.2 | $17.9M | 15,486 |
 ARM HOLDINGS PLC /UK$ARM | — | $16.3M | 45,843 |
 COHU INC$COHU | 38.3 | $15.3M | 206,620 |
 RTX Corp$RTX | 73.2 | $15.2M | 80,359 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Stanley-Laman Group, Ltd.'s 298 positions.
Showing top 10 of 298 holdings.
Sector Allocation
Technology
$353.0M
Other
$152.1M
Industrials
$149.0M
Healthcare
$70.8M
Energy
$64.5M
Materials
$60.5M
Financials
$54.0M
Consumer Discretionary
$40.0M
Top Holdings — Stanley-Laman Group, Ltd. (Q2 2026)
Top 150 of 298 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $LRCX | LAM RESEARCH CORP | $27.6M | 2.8% | -3% | 79.4 |
| 2 | $GOOG | Alphabet Inc. | $26.7M | 2.7% | -2% | 78.2 |
| 3 | $KLAC | KLA CORP | $22.8M | 2.3% | +871% | 78.6 |
| 4 | $AMD | ADVANCED MICRO DEVICES INC | $22.2M | 2.3% | -3% | 79.8 |
| 5 | $AMZN | AMAZON COM INC | $18.5M | 1.9% | -1% | 68.7 |
| 6 | $ASML | ASML HOLDING NV | $18.1M | 1.8% | -34% | — |
| 7 | $MU | MICRON TECHNOLOGY INC | $17.9M | 1.8% | -2% | 86.2 |
| 8 | $ARM | ARM HOLDINGS PLC /UK | $16.3M | 1.6% | -3% | — |
| 9 | $COHU | COHU INC | $15.3M | 1.6% | -1% | 38.3 |
| 10 | $RTX | RTX Corp | $15.2M | 1.6% | -2% | 73.2 |
| 11 |  $NVDA | NVIDIA CORP | $14.9M | 1.5% | -4% | 85.9 |
| 12 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $14.7M | 1.5% | -2% | — |
| 13 |  $AMAT | APPLIED MATERIALS INC /DE | $14.2M | 1.4% | -2% | 72.3 |
| 14 |  $AVGO | Broadcom Inc. | $13.4M | 1.4% | -1% | 84.5 |
| 15 |  $CCJ | CAMECO CORP | $13.2M | 1.3% | -1% | — |
| 16 |  $MPWR | MONOLITHIC POWER SYSTEMS, INC. | $12.7M | 1.3% | -3% | 73.3 |
| 17 |  $AAPL | Apple Inc. | $12.3M | 1.3% | -0% | 76.4 |
| 18 |  $MRVL | Marvell Technology, Inc. | $11.8M | 1.2% | -2% | 76.5 |
| 19 |  $ETR | ENTERGY CORP /DE/ | $11.0M | 1.1% | -1% | 59.5 |
| 20 |  $ONTO | ONTO INNOVATION INC. | $11.0M | 1.1% | -1% | 61.9 |
| 21 |  $MSFT | MICROSOFT CORP | $10.9M | 1.1% | -0% | 79.8 |
| 22 |  $ANET | Arista Networks, Inc. | $10.4M | 1.1% | -3% | 81.9 |
| 23 |  $LIN | LINDE PLC | $10.4M | 1.1% | -1% | — |
| 24 |  $TTI | TETRA TECHNOLOGIES INC | $10.1M | 1.0% | -1% | 38.3 |
| 25 |  $TER | TERADYNE, INC | $9.8M | 1.0% | NEW | 77.3 |
| 26 |  $VRT | Vertiv Holdings Co | $9.6M | 1.0% | -2% | 81 |
| 27 |  $JBL | JABIL INC | $9.4M | 1.0% | -1% | 57.4 |
| 28 |  $STX | Seagate Technology Holdings plc | $8.5M | 0.9% | NEW | — |
| 29 |  $HPE | Hewlett Packard Enterprise Co | $8.5M | 0.9% | -26% | 70.5 |
| 30 |  $LLY | ELI LILLY & Co | $8.1M | 0.8% | -1% | 87.5 |
| 31 |  $AIR | AAR CORP | $8.1M | 0.8% | -0% | 60.8 |
| 32 |  $VAL | Valaris Ltd | $7.6M | 0.8% | -1% | — |
| 33 |  $LNTH | Lantheus Holdings, Inc. | $7.5M | 0.8% | -20% | 61.1 |
| 34 |  $CVS | CVS HEALTH Corp | $7.4M | 0.8% | -1% | 59.4 |
| 35 |  $TTWO | TAKE TWO INTERACTIVE SOFTWARE INC | $7.1M | 0.7% | -0% | 55.6 |
| 36 | — | VANGUARD S&P 500 ETF - S&P 500 ETF SHS | $7.0M | 0.7% | +0% | — |
| 37 | $MA | Mastercard Inc | $6.7M | 0.7% | +0% | 85.1 |
| 38 |  $SNX | TD SYNNEX CORP | $6.4M | 0.7% | -2% | 58.4 |
| 39 |  $BA | BOEING CO | $6.3M | 0.6% | -0% | 61.6 |
| 40 |  $FN | Fabrinet | $6.3M | 0.6% | NEW | 62.8 |
| 41 | $PH | Parker-Hannifin Corp | $6.3M | 0.6% | +0% | 65.8 |
| 42 |  $WFRD | Weatherford International plc | $6.2M | 0.6% | -1% | — |
| 43 |  $CORT | CORCEPT THERAPEUTICS INC | $5.9M | 0.6% | -1% | 57.8 |
| 44 |  $VLO | VALERO ENERGY CORP/TX | $5.7M | 0.6% | -2% | 57.8 |
| 45 |  $CFG | CITIZENS FINANCIAL GROUP INC/RI | $5.5M | 0.6% | -0% | 62.9 |
| 46 |  $GSK | GSK plc | $5.5M | 0.6% | -0% | — |
| 47 |  $IBKR | Interactive Brokers Group, Inc. | $5.5M | 0.6% | -2% | 77 |
| 48 |  $SLB | SLB LIMITED/NV | $5.4M | 0.6% | -1% | 57.9 |
| 49 |  $KNX | Knight-Swift Transportation Holdings Inc. | $5.3M | 0.5% | -2% | 54.4 |
| 50 |  $ADM | Archer-Daniels-Midland Co | $5.3M | 0.5% | -2% | 50.7 |
| 51 |  $CAT | CATERPILLAR INC | $5.2M | 0.5% | +0% | 66.5 |
| 52 |  $AR | ANTERO RESOURCES Corp | $5.1M | 0.5% | -0% | 75.4 |
| 53 |  $CAE | CAE INC | $4.9M | 0.5% | -0% | — |
| 54 |  $FNB | FNB CORP/PA/ | $4.9M | 0.5% | -0% | 65 |
| 55 |  $IONS | IONIS PHARMACEUTICALS INC | $4.8M | 0.5% | +55% | 23.4 |
| 56 |  $COST | COSTCO WHOLESALE CORP /NEW | $4.8M | 0.5% | +0% | 66.2 |
| 57 | — | PRESTIGE ESTATES PROJECTS INR 10.0 - COM | $4.8M | 0.5% | -10% | — |
| 58 |  $NXPI | NXP Semiconductors N.V. | $4.8M | 0.5% | -2% | — |
| 59 |  $KEX | KIRBY CORP | $4.7M | 0.5% | -6% | 63.8 |
| 60 |  $AXSM | Axsome Therapeutics, Inc. | $4.7M | 0.5% | -0% | 40.8 |
| 61 |  $MRTN | MARTEN TRANSPORT LTD | $4.7M | 0.5% | -1% | — |
| 62 | — | EVERPURE INC CLASS A - CL A | $4.7M | 0.5% | -1% | — |
| 63 | $MCK | MCKESSON CORP | $4.6M | 0.5% | +0% | 63.4 |
| 64 |  $NBIX | NEUROCRINE BIOSCIENCES INC | $4.6M | 0.5% | -0% | 76.5 |
| 65 |  $ZETA | Zeta Global Holdings Corp. | $4.6M | 0.5% | -1% | 63.4 |
| 66 |  $UUUU | ENERGY FUELS INC | $4.5M | 0.5% | -0% | 33.8 |
| 67 |  $SNA | Snap-on Inc | $4.5M | 0.5% | -2% | 63 |
| 68 |  $WTTR | Select Water Solutions, Inc. | $4.5M | 0.5% | -35% | 42.9 |
| 69 |  $HIG | HARTFORD INSURANCE GROUP, INC. | $4.5M | 0.5% | -0% | 71.6 |
| 70 |  $RRC | RANGE RESOURCES CORP | $4.5M | 0.5% | +1% | 79.4 |
| 71 |  $NXE | NexGen Energy Ltd. | $4.5M | 0.5% | -0% | — |
| 72 | — | ETERNAL LTD - COM | $4.5M | 0.5% | +0% | — |
| 73 |  $AZN | ASTRAZENECA PLC | $4.5M | 0.5% | -2% | — |
| 74 |  $WM | WASTE MANAGEMENT INC | $4.4M | 0.5% | -2% | 67.6 |
| 75 |  $AMGN | AMGEN INC | $4.4M | 0.5% | -2% | 79.2 |
| 76 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $4.4M | 0.4% | -10% | 64.4 |
| 77 |  $TJX | TJX COMPANIES INC /DE/ | $4.3M | 0.4% | -2% | 68.7 |
| 78 | — | SAMSUNG ELECTRONICS CO LT KRW 100.0 - COM | $4.3M | 0.4% | -43% | — |
| 79 | — | LARSEN plus TOUBRO LTD INR 2.0 - COM | $4.3M | 0.4% | -2% | — |
| 80 |  $OLN | OLIN Corp | $4.3M | 0.4% | +0% | 44.2 |
| 81 |  $BDC | BELDEN INC. | $4.3M | 0.4% | NEW | 62.1 |
| 82 |  $PTEN | PATTERSON UTI ENERGY INC | $4.2M | 0.4% | -13% | 49.7 |
| 83 |  $ALB | ALBEMARLE CORP | $4.1M | 0.4% | -4% | 53.3 |
| 84 | — | HDFC BANK LTD INR 1.0 - COM | $4.1M | 0.4% | +0% | — |
| 85 | — | EOPTOLINK TECHNOLOGY INC LT CNY 1.0 - COM | $4.1M | 0.4% | +765% | — |
| 86 |  $OSIS | OSI SYSTEMS INC | $4.1M | 0.4% | -0% | 59.2 |
| 87 |  $RRX | REGAL REXNORD CORP | $4.1M | 0.4% | NEW | 52 |
| 88 |  $GXO | GXO Logistics, Inc. | $4.0M | 0.4% | -0% | 61.2 |
| 89 |  $FLR | FLUOR CORP | $4.0M | 0.4% | -0% | 47.6 |
| 90 |  $UPS | UNITED PARCEL SERVICE INC | $3.9M | 0.4% | -2% | 58.6 |
| 91 |  $CVX | CHEVRON CORP | $3.9M | 0.4% | -2% | 62.8 |
| 92 | — | ASPEED TECHNOLOGY INC TWD 10.0 - COM | $3.9M | 0.4% | -6% | — |
| 93 |  $UNP | UNION PACIFIC CORP | $3.9M | 0.4% | -2% | 69.7 |
| 94 |  $AVNT | AVIENT CORP | $3.7M | 0.4% | +0% | 55 |
| 95 |  $LMT | LOCKHEED MARTIN CORP | $3.7M | 0.4% | -3% | 65.6 |
| 96 |  $COR | Cencora, Inc. | $3.7M | 0.4% | -2% | 61.1 |
| 97 |  $TEL | TE Connectivity plc | $3.6M | 0.4% | NEW | — |
| 98 |  $APD | Air Products & Chemicals, Inc. | $3.6M | 0.4% | NEW | 46.4 |
| 99 |  $FANG | Diamondback Energy, Inc. | $3.5M | 0.4% | -2% | 76.1 |
| 100 |  $SF | STIFEL FINANCIAL CORP | $3.5M | 0.4% | -2% | 67 |
| 101 |  $NDAQ | NASDAQ, INC. | $3.5M | 0.3% | -10% | 76.7 |
| 102 |  $AON | Aon plc | $3.3M | 0.3% | -4% | — |
| 103 |  $EZRA | Reliance Global Group, Inc. | $3.3M | 0.3% | -0% | — |
| 104 | — | TSE CO LTD KRW 500.0 - COM | $3.2M | 0.3% | +0% | — |
| 105 |  $PLD | Prologis, Inc. | $3.1M | 0.3% | -2% | 68.3 |
| 106 |  $HBAN | HUNTINGTON BANCSHARES INC /MD/ | $3.1M | 0.3% | +33% | 65 |
| 107 |  $LYB | LyondellBasell Industries N.V. | $3.0M | 0.3% | -0% | — |
| 108 |  $ADP | AUTOMATIC DATA PROCESSING INC | $3.0M | 0.3% | -2% | 69.8 |
| 109 |  $GLW | CORNING INC /NY | $2.9M | 0.3% | +0% | 73.7 |
| 110 | — | CITY UNION BANK LTD INR 1.0 - COM | $2.9M | 0.3% | +33% | — |
| 111 |  $GEV | GE Vernova Inc. | $2.9M | 0.3% | +0% | 81.1 |
| 112 | — | INFO EDGE INDIA LTD INR 2.0 - COM | $2.9M | 0.3% | +0% | — |
| 113 |  $PANW | Palo Alto Networks Inc | $2.9M | 0.3% | -3% | 65.5 |
| 114 |  $TGT | TARGET CORP | $2.8M | 0.3% | -2% | 60.7 |
| 115 | — | PETROLEO BRASILEIRO SA F SPONSORED ADR 1 ADR REPS 2 ORD SHS - SP ADR NON VTG | $2.8M | 0.3% | -0% | — |
| 116 |  $RPRX | Royalty Pharma plc | $2.7M | 0.3% | -1% | — |
| 117 |  $SCI | SERVICE CORP INTERNATIONAL | $2.7M | 0.3% | -2% | 68.9 |
| 118 |  $SLI | STANDARD LITHIUM LTD. | $2.7M | 0.3% | +1% | — |
| 119 |  $APH | AMPHENOL CORP /DE/ | $2.7M | 0.3% | -0% | 79.3 |
| 120 |  $SBSW | Sibanye Stillwater Ltd | $2.6M | 0.3% | +1% | — |
| 121 |  $TXT | TEXTRON INC | $2.6M | 0.3% | -0% | 58.5 |
| 122 | $JPM | JPMORGAN CHASE & CO | $2.6M | 0.3% | +1% | 70.7 |
| 123 |  $RCL | ROYAL CARIBBEAN CRUISES LTD | $2.6M | 0.3% | +0% | — |
| 124 |  $AOS | SMITH A O CORP | $2.5M | 0.3% | -3% | 60 |
| 125 | — | AXIS BANK LTD INR 2.0 - COM | $2.4M | 0.3% | +0% | — |
| 126 |  $CRNT | CERAGON NETWORKS LTD | $2.4M | 0.2% | +32% | — |
| 127 |  $IE | Ivanhoe Electric Inc. | $2.4M | 0.2% | NEW | 14.6 |
| 128 |  $DLR | DIGITAL REALTY TRUST, INC. | $2.3M | 0.2% | -0% | 72.8 |
| 129 | — | STATE BANK OF INDIA INR 1.0 - COM | $2.3M | 0.2% | -9% | — |
| 130 | — | ONE 97 COMMUNICATIONS LTD INR 1.0 - COM | $2.2M | 0.2% | +0% | — |
| 131 | — | BHARAT ELECTRONICS LTD INR 1.0 - COM | $2.2M | 0.2% | -23% | — |
| 132 | — | LODHA DEVELOPERS LTD INR 10.0 144A - COM | $2.1M | 0.2% | +0% | — |
| 133 | — | MEDIATEK INC TWD 10.0 - COM | $2.0M | 0.2% | NEW | — |
| 134 |  $DAL | DELTA AIR LINES, INC. | $2.0M | 0.2% | +0% | 57.5 |
| 135 | — | MOBILE WORLD INVESTMENT VND 10000.0 - COM | $2.0M | 0.2% | +0% | — |
| 136 |  $RAC | Rithm Acquisition Corp. | $1.9M | 0.2% | NEW | — |
| 137 | — | TIMKEN INDIA LTD INR 10.0 - COM | $1.9M | 0.2% | +0% | — |
| 138 | — | KRISHNA INSTITUTE OF M INR 2.0 144A - COM | $1.8M | 0.2% | +0% | — |
| 139 |  $O | REALTY INCOME CORP | $1.8M | 0.2% | +0% | 73.7 |
| 140 |  $HON | HONEYWELL INTERNATIONAL INC | $1.8M | 0.2% | -52% | 65 |
| 141 |  $HONA | Honeywell Aerospace Inc. | $1.8M | 0.2% | NEW | — |
| 142 |  $EXE | EXPAND ENERGY Corp | $1.7M | 0.2% | -2% | 80.8 |
| 143 | — | HUGEL INC KRW 500.0 - COM | $1.7M | 0.2% | +0% | — |
| 144 | — | SK HYNIX INC KRW 5000.0 - COM | $1.7M | 0.2% | +19% | — |
| 145 | — | ALCHIP TECHNOLOGIES LTD TWD 10.0 - COM | $1.6M | 0.2% | +11% | — |
| 146 |  $GFS | GLOBALFOUNDRIES Inc. | $1.6M | 0.2% | NEW | 48.2 |
| 147 | — | REC LTD INR 10.0 - COM | $1.5M | 0.2% | +0% | — |
| 148 | — | QUANTA COMPUTER INC TWD 10.0 - COM | $1.5M | 0.2% | +81% | — |
| 149 |  $NEE | NEXTERA ENERGY INC | $1.5M | 0.1% | +30% | 64.6 |
| 150 | — | PB FINTECH LTD INR 2.0 - COM | $1.5M | 0.1% | +0% | — |
New Positions (33)
$TER TERADYNE, INC$9.8M$STX Seagate Technology Holdings plc$8.5M$FN Fabrinet$6.3M$BDC BELDEN INC.$4.3M$RRX REGAL REXNORD CORP$4.1M$TEL TE Connectivity plc$3.6M$APD Air Products & Chemicals, Inc.$3.6M$IE Ivanhoe Electric Inc.$2.4M$RAC Rithm Acquisition Corp.$1.9M$HONA Honeywell Aerospace Inc.$1.8M$GFS GLOBALFOUNDRIES Inc.$1.6MExited Positions (29)
$ADI ANALOG DEVICES INC
$PTC PTC INC.
$CPRX CATALYST PHARMACEUTICALS, INC.
$INTU INTUIT INC.
$CG Carlyle Group Inc.
$BABA Alibaba Group Holding Ltd
$MELI MERCADOLIBRE INC
$WRD WeRide Inc.
$GRAB Grab Holdings Ltd
$SE Sea LtdBrowse Top Institutional Investors
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